Stock Taper

EVERCORE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
BlackRock, Inc.BLK105.81K$101.75M
Costco Wholesale CorporationCOST99.51K$93.08M
Pfizer Inc.PFE93.41K$2.25M
The Sherwin-Williams CompanySHW92.53K$31.86M
Merck & Co., Inc.MRK91.09K$11.7M
PepsiCo, Inc.PEP82.72K$11.2M
AbbVie Inc.ABBV79.8K$20.08M
Walmart Inc.WMT76.99K$8.72M
Exxon Mobil CorporationXOM75.51K$10.32M
UnitedHealth Group IncorporatedUNH68.84K$28.61M
Voyager Technologies, Inc.VOYG63.67K$2.05M
Golub Capital BDC, Inc.GBDC62.81K$809.04K
The Procter & Gamble CompanyPG60.54K$8.88M
International Business Machines CorporationIBM60.52K$17.02M
Abbott LaboratoriesABT59.04K$5.36M
Oracle CorporationORCL55.8K$8.18M
RTX CorporationRTX55.02K$10.44M
Automatic Data Processing, Inc.ADP54.5K$12.21M
Kinder Morgan, Inc.KMI53.09K$1.7M
Accenture plcACN52.87K$6.58M